We attended the 5th annual Leerink Partners Global Healthcare Conference 2016 from February 10 to 11 in New York.
Next to getting updates on many companies we tried to shed lights on the recent hefty correction of Biotech shares. Overall we left the conference with the view that the pull-back will offer great investment opportunities, however that it probably will take some time for unfolding. Timing will be key.
What mattered this month in healthcare? The readout of the SELECT study was the single biggest healthcare event of the month. The results may open the door to wide reimbursement for GLP-1 weight-loss drugs. This led to an overreaction with significant price movements amongst many companies as markets just made blanket assumptions of a healthier, thinner world. Find out more in our monthly healthcare newsletter.
Remarkable Strides in Breast Cancer Survival: A Look at the Last Few Decades 🎗️📈 Intersted in knowing more? Check out Maria Specogna’s latest chart of the month video!
What mattered this month in healthcare? Second quarter earnings season kicked off to a strong start, with earnings overall better than estimates. However, positioning matters, and strong numbers were not always enough if expectations were high. Find out more in our monthly healthcare newsletter.